Member Info for Couerdelion

Get used to it, the SP can easily swing 10% on small trading volumes because of the low free float. Today was a little more active than Friday presumably thanks to the interview.

Who's going to take a gamble on whether we open at NY closing price or after hours price.

There are no losers.

Apologies Nordell, I was having a tough day and was overly tetchy after my cleaner broke my kettle which I needed for just two more days before it goes in the bin. Long story short, he probably didn't as I later realised he had turned off the electricity to the kitchen at the fuse box.

Still not entirely sure how many shares I got in the raise. Looks like c80% of the ones I paid for but AJ Bell are showing the rest as "provisional".

If management have written it off, I'm not going to expect any windfall - even a small one. It does push back the point at which EAAS can be said to be "out of the woods" as central overheads and administration costs were still taking a big chunk out of their margin in FY24

The lack of an auditors sign-off here is really a non-issue relating to historic numbers (but which flow into FY operating profits). It also puts the delay into perspective and, at least on my part, my question has been answered.

Regarding adjustments, I'm fine with the £5.5m odd restructuring costs but not yet on board with the share based payments of £1.6m - is this all related to the sale of EMD?

So maybe some backward looking questions but from a valuation perspective, it's all about current performance and future growth. As long as they have the cashflow coming in to keep the lights on (sorry, couldn't resist) we're just looking at a series of income streams coming back to EAAS as all the financing is done through NWG and Redaptive. These are where questions should be directed and where the value will come.

We'll see how the presentation goes tomorrow but I think the market will be back in positive territory soon having had a little more time to go through the numbers. And yes, we'll also get an update from Simon at some point.

If you are going to cut and paste the article, you don't need to copy all the other links within the story.

Has Cleantech got their sequencing wrong? Do they need the CEOL in order to get the financing, or do they need the financing in order to get the CEOL?

If both, we have a bit of a problem.

Two months of fairly meaningly form-filling and we are no nearer to a resolution. There's a reason for the "put up or shut up" rule.

Well that's certainly a lot better than it was.

It's hardly encouraging that they have to reschedule an investor meeting barely 3 hours before it was due to take place. Quite rude actually.

Might I suggest constructing a sentence perhaps?

It is too early to say although the active funds haven't exactly been beating on the door trying to buy in just yet which does both surprise and concern me. Was it overvalued on AIM or is it currently undervalued on the main market? Analysts are broadly in agreement that it is (and was) undervalued - which is some comfort - and I find the PE ratio of 15.7x fairly derisory : more comfort to me that it will be to the rest of you. For that reason I am considerably overweight here having added a small position in my ISA recently while maintaining my (larger) holding in my GIA.

Of course it will be for the markets to judge the merits of moving to the main market and one of the potential turning points comes this week - for which the closing auction on Monday(??) will be something to watch - the good news is that tracker funds don't get summer holidays. If this can create a little momentum, it might attract a few more of the active funds and the price can begin to recover.

This is not a recovery play as the company is in rude health. It is only suffering a valuation dip. This time next year, Rodney.

Your right. And I am a little befuddled at what the Switzers are up to.

Crossley,

0.104% of shares cancelled each week adds up over time (5% per year) which translates into Earnings and Dividend per share (5% increase). If the increase the total dividend spend by 5%, that's 10% on a per share basis.

IIRC, the total buyback represents only 2.5% of MCap so it's only a 2.5% annual dividend uplift but it's not nothing and if you were to value the company based on discounting dividends, the 2.5% additional increase has a big impact.

Resistance at £3?!! Pish posh, tis but a memory.

It looks to have been a fairly slow day at GNIP but we've seen nearly 0.5% of the free floating share capital bought today. Obviously the mechanics can work in the opposite direction but if you think this share is undervalued, as I do, that it won't take much demand to send the SP up to multiples of today's closing price.

I want to know where to buy the sherry.

That's the increase since their last notification so unless there is another RNS giving the "before" figure as an "after", we won't know the time period over which this increase has occurred.

As for value/number of shares, check out the "COST Fundamentals" tab to get all the information you need.

Looking very tempting now. I may have no option but to bite at these prices.

Can anyone post a full text version of the article?

Certainly looks encouraging but I have an overweight position to manage here so as much as I like the upside, I will at some point want to trim my exposure at some point.

Another slice of profit taken earlier today (nice little return of 14% from late-May) when a limit order that I set yesterday hit 370p. Thanks to the dividend, I make more in CGT relief that I made from the trade.

Now I am back to being a little more ambivalent with the SP movement. Perhaps a few gems over the weekend from Donald can help.